BCMO

Buckingham Capital Management (Ohio) Portfolio holdings

AUM $872M
1-Year Est. Return 18.49%
This Quarter Est. Return
1 Year Est. Return
+18.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$427M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$2.39M
3
+$1.81M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.39M
5
PRU icon
Prudential Financial
PRU
+$1.06M

Top Sells

1
+$2.38M
2
+$1.55M
3
+$1.35M
4
CSCO icon
Cisco
CSCO
+$967K
5
ADM icon
Archer Daniels Midland
ADM
+$711K

Sector Composition

1 Technology 10.94%
2 Financials 9.76%
3 Healthcare 8.66%
4 Industrials 6.57%
5 Consumer Staples 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.57M 0.37%
45,815
-2,165
77
$1.54M 0.36%
11,880
-1,040
78
$1.52M 0.36%
33,174
-4,370
79
$1.48M 0.35%
31,427
+249
80
$1.45M 0.34%
12,551
-1,205
81
$1.38M 0.32%
28,262
-2,590
82
$1.36M 0.32%
10,360
-1,375
83
$1.33M 0.31%
8,344
-658
84
$1.33M 0.31%
19,539
+1,280
85
$1.27M 0.3%
18,057
-1,256
86
$1.26M 0.3%
37,221
-1,005
87
$1.23M 0.29%
20,865
-3,185
88
$1.23M 0.29%
20,818
+1,398
89
$1.2M 0.28%
5,055
-100
90
$1.17M 0.27%
13,975
+627
91
$1.16M 0.27%
73,548
+12,084
92
$1.12M 0.26%
13,578
+8,938
93
$1.12M 0.26%
22,174
+2,337
94
$1.12M 0.26%
15,305
-1,567
95
$1.11M 0.26%
12,255
+381
96
$1.06M 0.25%
5,440
-166
97
$1.04M 0.24%
17,442
+798
98
$1.03M 0.24%
25,977
-1,246
99
$1.03M 0.24%
33,599
-1,281
100
$1.01M 0.24%
6,809
+276
2 3
4
5 6